Oct 30 2024 20 mins
Struggling to present complex financial plans in a way that resonates with clients and drives action? Join hosts Jason L Smith, Dave Alison, and guest Bryan Bibbo, AIF, NSSA, BPC, President and CFO of JL Smith Holistic Wealth Management as they explore the Deliver phase of The Bucket Plan® process. Learn practical strategies for presenting comprehensive plans, organizing client documents through the Family Estate Organizer, and implementing tax-efficient retirement strategies. From communicating the three phases of retirement to maintaining fee transparency, this episode provides the framework you need to confidently deliver financial plans that create substantial value for your clients. Tune in to transform your client delivery process and drive better outcomes.
Resources:
- Previous episodes referenced: Step 1, Discover, Step 1, Discover Part 2, Step 2, Design
- Book Referenced: The Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement
- Training Referenced: The Bucket Plan® 1.0